Instantly Features

As reported in 187 Instantly reviews. Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.

As reported in 181 Instantly reviews. Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.

Based on 180 Instantly reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Enables users to view and transact business with the same content in multiple languages and currencies. This feature was mentioned in 181 Instantly reviews.

As reported in 178 Instantly reviews. Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment.

Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. This feature was mentioned in 176 Instantly reviews.

Based on 182 Instantly reviews. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. This feature was mentioned in 188 Instantly reviews.

As reported in 462 Instantly reviews. Allows orgainizations multi-national organizations to use tool effectively accross multiple languages and currencies

As reported in 467 Instantly reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

As reported in 501 Instantly reviews. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

As reported in 469 Instantly reviews. Access pre-built and custom reports and dashboards.

Allows software to be easily used on multiple mobile devices include phone and tablet devices. This feature was mentioned in 447 Instantly reviews.

Enables integration to external systems 472 reviewers of Instantly have provided feedback on this feature.

Based on 155 Instantly reviews. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

Based on 149 Instantly reviews. Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information

Based on 162 Instantly reviews. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.

Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities. This feature was mentioned in 150 Instantly reviews.

Based on 150 Instantly reviews. Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.

Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. 151 reviewers of Instantly have provided feedback on this feature.

Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. 145 reviewers of Instantly have provided feedback on this feature.

Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts. This feature was mentioned in 140 Instantly reviews.

Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. 148 reviewers of Instantly have provided feedback on this feature.

Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders. 153 reviewers of Instantly have provided feedback on this feature.

Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. This feature was mentioned in 154 Instantly reviews.

Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. 153 reviewers of Instantly have provided feedback on this feature.

Enables analysis of effectiveness of an organizations various marketing activities 158 reviewers of Instantly have provided feedback on this feature.

Based on 151 Instantly reviews. Tracks issues/help requests reported by customers through the resolution process.

Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. This feature was mentioned in 148 Instantly reviews.

Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. This feature was mentioned in 147 Instantly reviews.

Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. 138 reviewers of Instantly have provided feedback on this feature.

Enables analysis of customer support activities to optimize customer support professionals, processes and tools. 142 reviewers of Instantly have provided feedback on this feature.

Ability to input, modify and extract data from the application in bulk through a structured file. 155 reviewers of Instantly have provided feedback on this feature.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. This feature was mentioned in 151 Instantly reviews.

To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. 149 reviewers of Instantly have provided feedback on this feature.

Based on 2331 Instantly reviews. Tools for importing/exporting data to/from the platform to support campaign setup and reporting.

As reported in 2199 Instantly reviews. Supports extensibility through APIs to build and manage integrations with third-party tools.

"Offers a wide range of plug-and-play integrations with third-party applications. " This feature was mentioned in 2165 Instantly reviews.

Integrates with CRM software, which can help provide context to your mailing lists. 2047 reviewers of Instantly have provided feedback on this feature.

Based on 1998 Instantly reviews. Integrates with Social Media platforms, which can help expand your reach.

Integrates with e-commerce platforms, which can link directly to your online store. This feature was mentioned in 1930 Instantly reviews.

Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone This feature was mentioned in 140 Instantly reviews.

Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management. This feature was mentioned in 128 Instantly reviews.

Allows software to be easily used on multiple mobile devices include phone and tablet devices. This feature was mentioned in 131 Instantly reviews.

Based on 136 Instantly reviews. Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.

An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance 133 reviewers of Instantly have provided feedback on this feature.

Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. 134 reviewers of Instantly have provided feedback on this feature.

Run A/B tests on subject lines, areas of content (both images and text), from names, or send dates. This feature was mentioned in 2292 Instantly reviews.

Basic campaign performance reporting such as delivery, open, click, and unsubscribe rates. 2293 reviewers of Instantly have provided feedback on this feature.

Make sure subscribers see email as intended. View emulated inboxes of major email providers and mobile devices (e.g., iOS, Android) to resolve rendering issues. 2333 reviewers of Instantly have provided feedback on this feature.

List management tools include importing and maintaining subscriber data. Manage list segmentation, profile attribute management, and delivery status. Subscribers self-manage preferences. This feature was mentioned in 2362 Instantly reviews.

Based on 2366 Instantly reviews. Ability to send thousands of unique, personalized emails per second.

Tools for designing, editing, and personalizing email content for recipients. 2330 reviewers of Instantly have provided feedback on this feature.

Supports the ability to send outbound email campaigns to external recipients. 2382 reviewers of Instantly have provided feedback on this feature.

Based on 2338 Instantly reviews. Maximizes inbox placement by managing spam compliance and sender reputation.

Based on 2226 Instantly reviews. Automatically respond to user actions or triggers with predefined email messages.

Enables multiple users to login to the same account to maintain a single account for your entire marketing team. This feature was mentioned in 2050 Instantly reviews.

Ability to send secure and personalized survey invites to your contact list. 1939 reviewers of Instantly have provided feedback on this feature.

Does this product have the amount of contact data you require? Contact data includes a persons company, role, experience, email, telephone, etc. 531 reviewers of Instantly have provided feedback on this feature.

Does this product have the amount of company data you require? Company data includes data on companies leadership, financials, industry, products, etc. This feature was mentioned in 522 Instantly reviews.

Does this product offer industry research data that you require? 507 reviewers of Instantly have provided feedback on this feature.

Does this product offer the technographic data that you require? Technographic data includes identifying a company's technology, hardware, and software used 191 reviewers of Instantly have provided feedback on this feature.

As reported in 484 Instantly reviews. How accurate and up to date is the contact data?

Based on 500 Instantly reviews. How accurate and up to date is the company data?

As reported in 212 Instantly reviews. How accurate and up to date is the technographic data?

Based on 472 Instantly reviews. Ability to create targeted contact lists.

As reported in 495 Instantly reviews. Integrations to popular CRM/Marketing automation software to enable sales/marketing team members to view contact and company data from within the CRM/Marketing automation software.

As reported in 461 Instantly reviews. Ability to clean/enrich existing data that is maintained in other systems

Functionality to filter or segment data from within sales intelligence software 474 reviewers of Instantly have provided feedback on this feature.

Offers search tools that allow users to find the data they need quickly 458 reviewers of Instantly have provided feedback on this feature.

Alerts you to changes happening to industries, companies and people you follow This feature was mentioned in 446 Instantly reviews.

Find the people you know that can introduce you to contacts at prospects This feature was mentioned in 463 Instantly reviews.

Provides ability to create the reports that meet your business requirements 455 reviewers of Instantly have provided feedback on this feature.

As reported in 472 Instantly reviews. Provides ability to message contacts directly from within the sales intelligence software

Provides tools that help identify key topics that are trending, as well as the content that customers are more likely to engage with. 169 reviewers of Instantly have provided feedback on this feature.

Helps determine the correlation between ad exposure and site visits, assets downloaded, content, leads generated, etc. This feature was mentioned in 170 Instantly reviews.

Prioritizes leads through lead scoring, market insights, account-level insights, etc. 170 reviewers of Instantly have provided feedback on this feature.

Based on 508 Instantly reviews. Product accurately cleans, deduplicates, and verifies lead data.

Based on 500 Instantly reviews. Product enriches existing lead data with missing information.

Product provides accurate, up-to-date contact information for leads, such as email address or phone number. 505 reviewers of Instantly have provided feedback on this feature.

Prioritizes leads through lead scoring, market insights, account-level insights, etc. 503 reviewers of Instantly have provided feedback on this feature.

Based on 513 Instantly reviews. Product offers a browser extension that validates or enriches lead information within the user’s browser.

Based on 194 Instantly reviews. Provides customer and prospect segmentation capabilities, which in turn assists marketing prioritization and effectiveness.

Automatically scores prospects based on behavior and engagement levels. This feature was mentioned in 197 Instantly reviews.

Helps identify and distribute accounts internally, giving prioritization to those that are more likely to convert to sales. 192 reviewers of Instantly have provided feedback on this feature.

Based on 205 Instantly reviews. Provides tracking across multiple digital advertising channels, such as video, mobile, and social media.

Helps allocate marketing budget based predicted amount of incoming revenue. This feature was mentioned in 227 Instantly reviews.

Assists in the attribution of marketing budget by identifying successful campaigns and initiatives. This feature was mentioned in 205 Instantly reviews.

As reported in 195 Instantly reviews. Provides a timeline to visualize the effects of individual campaigns, leads, and other opportunities.

As reported in 194 Instantly reviews. Allows for custom report types to match the goals of a company.

Provides tools that dynamically serve content, messaging, and calls-to-action. This feature was mentioned in 162 Instantly reviews.

Helps determine which accounts have the highest/lowest opportunity to convert. This feature was mentioned in 179 Instantly reviews.

Helps determine the direction of each individual account and how to engage through specific content. This feature was mentioned in 160 Instantly reviews.

Connects sales emails with cross-sell/upsell marketing campaigns across multiple channels. This feature was mentioned in 160 Instantly reviews.

As reported in 923 Instantly reviews. Records the rate at which emails are opened.

Records the rate at which links in emails are followed. 897 reviewers of Instantly have provided feedback on this feature.

As reported in 857 Instantly reviews. Records the rate at which email attachments are opened or downloaded.

Syncs information from other software such as contacts, emails and calls to reduce manual data entry. This feature was mentioned in 885 Instantly reviews.

Based on 917 Instantly reviews. Allows administrators to schedule out emails in advance.

Based on 948 Instantly reviews. Reminds administrators to follow-up on emails based on pre-set reminders.

Allows for the categorization of emails. 915 reviewers of Instantly have provided feedback on this feature.

Based on 897 Instantly reviews. Allows for the creation of templates for frequently-sent emails.

Offers a chatbot to initiate and carryout inital conversations with prospects and leads. 436 reviewers of Instantly have provided feedback on this feature.

Automatically calculates which leads are the most likely to become a customer. 410 reviewers of Instantly have provided feedback on this feature.

Based on 454 Instantly reviews. Automatically contacts all leads.

Based on 404 Instantly reviews. Utilizes natural language processing to set up meetings.

As reported in 413 Instantly reviews. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.

Automates the entry of collected data. This feature was mentioned in 395 Instantly reviews.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. This feature was mentioned in 400 Instantly reviews.

Provides real-time coaching to sales representatives. 406 reviewers of Instantly have provided feedback on this feature.

Based on 432 Instantly reviews. Tracks and analyzes sales representative performance.

Measure return on investment and leverage data to predict profitability of future projects. 443 reviewers of Instantly have provided feedback on this feature.

Based on 404 Instantly reviews. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

IP address quality analysis. 1494 reviewers of Instantly have provided feedback on this feature.

Based on 1539 Instantly reviews. Sending domain quality analysis.

As reported in 1573 Instantly reviews. Email content analysis.

Determing email and domain compliance with policies such as DMARC. This feature was mentioned in 1476 Instantly reviews.

Based on 1494 Instantly reviews. Measuring of delivery latency/processing time.

Based on 1453 Instantly reviews. Tracking which folder email appears in.

Based on 1554 Instantly reviews. Tracking open rate across recipients.

As reported in 1470 Instantly reviews. Tracking time between delivery and open.

Notifications related to placement and opening. This feature was mentioned in 1462 Instantly reviews.

Measuring overall campaign performance across recipients. 1609 reviewers of Instantly have provided feedback on this feature.

Based on 1624 Instantly reviews. Measuring overall reputation related to specific sending domains.

As reported in 1560 Instantly reviews. Measuring overall reputation of brand based on all email activity.

Based on 1584 Instantly reviews. Tracking recipient tagging of domains for blacklists and whitelists.

Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete. 235 reviewers of Instantly have provided feedback on this feature.

Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence. 237 reviewers of Instantly have provided feedback on this feature.

Based on 227 Instantly reviews. Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls.

Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more. 226 reviewers of Instantly have provided feedback on this feature.

Provides two-way integration with sales CRM: (1) Tracking sales team actions and prospect responses and (2) Pulling CRM data to populate and personalize sales outreach. 245 reviewers of Instantly have provided feedback on this feature.

Integrates with calendar software so users can seamlessly schedule calls. 226 reviewers of Instantly have provided feedback on this feature.

Based on 237 Instantly reviews. Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on.

Based on 220 Instantly reviews. Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc.

Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems. This feature was mentioned in 216 Instantly reviews.

As reported in 218 Instantly reviews. Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members.

Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints. 228 reviewers of Instantly have provided feedback on this feature.

As reported in 217 Instantly reviews. Provides gamifaction features to rank sales reps on performance

Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers. This feature was mentioned in 225 Instantly reviews.

As reported in 229 Instantly reviews. Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage

Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations 227 reviewers of Instantly have provided feedback on this feature.

Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls. This feature was mentioned in 226 Instantly reviews.

Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers based on historical buyer behavior. 213 reviewers of Instantly have provided feedback on this feature.

As reported in 289 Instantly reviews. Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary. This feature was mentioned in 286 Instantly reviews.

Allows users to generate text based on a text prompt. This feature was mentioned in 112 Instantly reviews.

As reported in 1397 Instantly reviews. Allows users to generate text based on a text prompt.

As reported in 1404 Instantly reviews. Condenses long documents or text into a brief summary.

As reported in 634 Instantly reviews. Allows users to generate text based on a text prompt.

Allows users to generate text based on a text prompt. 218 reviewers of Instantly have provided feedback on this feature.

Based on 10 Instantly reviews. Works across multiple software systems or databases

Anticipates needs and offers suggestions without prompting 10 reviewers of Instantly have provided feedback on this feature.

Works across multiple software systems or databases

Works across multiple software systems or databases

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Based on 10 Instantly reviews. Capability to perform complex tasks without constant human input

As reported in 10 Instantly reviews. Ability to break down and plan multi-step processes

Works across multiple software systems or databases This feature was mentioned in 10 Instantly reviews.

As reported in 10 Instantly reviews. Improves performance based on feedback and experience

As reported in 10 Instantly reviews. Engages in human-like conversation for task delegation

Based on 10 Instantly reviews. Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives 10 reviewers of Instantly have provided feedback on this feature.

Capability to perform complex tasks without constant human input This feature was mentioned in 31 Instantly reviews.

Ability to break down and plan multi-step processes 31 reviewers of Instantly have provided feedback on this feature.

Works across multiple software systems or databases This feature was mentioned in 30 Instantly reviews.

Based on 30 Instantly reviews. Improves performance based on feedback and experience

As reported in 30 Instantly reviews. Engages in human-like conversation for task delegation

Based on 30 Instantly reviews. Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives This feature was mentioned in 30 Instantly reviews.

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input This feature was mentioned in 72 Instantly reviews.

Based on 72 Instantly reviews. Ability to break down and plan multi-step processes

Works across multiple software systems or databases This feature was mentioned in 73 Instantly reviews.

Improves performance based on feedback and experience This feature was mentioned in 70 Instantly reviews.

Engages in human-like conversation for task delegation This feature was mentioned in 72 Instantly reviews.

Anticipates needs and offers suggestions without prompting This feature was mentioned in 71 Instantly reviews.

As reported in 71 Instantly reviews. Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input 56 reviewers of Instantly have provided feedback on this feature.

Based on 55 Instantly reviews. Capability to perform complex tasks without constant human input

As reported in 56 Instantly reviews. Ability to break down and plan multi-step processes

Based on 55 Instantly reviews. Works across multiple software systems or databases

As reported in 55 Instantly reviews. Works across multiple software systems or databases

Based on 36 Instantly reviews. Capability to perform complex tasks without constant human input

As reported in 36 Instantly reviews. Works across multiple software systems or databases

Improves performance based on feedback and experience This feature was mentioned in 36 Instantly reviews.

Anticipates needs and offers suggestions without prompting This feature was mentioned in 36 Instantly reviews.

As reported in 36 Instantly reviews. Makes informed choices based on available data and objectives